CRM

MStadig
Participant

Visualise targets for calls and booked meetings in a report

SOLVE

Hi! 

 

I'm looking at building a report where we can see how our SDR's are performing in relation to their goals of booked meetings and calls made. Currently, you can see this on the goal settings page, but I would like to visualize this in a report that we can share on a Dashboard. Is that possible to do? 

 

MStadig_0-1662561231298.png

 

 

 

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1 Accepted solution
LeeBartelme
Solution
HubSpot Employee
HubSpot Employee

Visualise targets for calls and booked meetings in a report

SOLVE

There is a default report called "Meetings Booked vs Goal" in the report creation UI. (Likewise a Calls made vs goal). This should be a report you can use and put on a dashboard. This KB article goes over how you can use goals in reports.

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1 Reply 1
LeeBartelme
Solution
HubSpot Employee
HubSpot Employee

Visualise targets for calls and booked meetings in a report

SOLVE

There is a default report called "Meetings Booked vs Goal" in the report creation UI. (Likewise a Calls made vs goal). This should be a report you can use and put on a dashboard. This KB article goes over how you can use goals in reports.